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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,653 | $45,872+431.2% | $77,100+216.0% | $68,490+255.7% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -14.92% | 1.73%-16.6pp | 42.35%-57.3pp | -7.85%-7.1pp |
| Employer contribution / active EE | $12,945 | $1,650+684.8% | $2,815+359.9% | $2,597+398.5% |
| Participant deferral / active EE | $6,858 | $2,963+131.5% | $4,430+54.8% | $4,028+70.3% |
| Admin fee / account holder | $48,182 | $3,041+1484.3% | $5,443+785.1% | $5,403+791.8% |